Anic Equity¶
'#---------------------------------------------------------#'
Total return since start: 0.626 %¶
'#---------------------------------------------------------#'
Equity now: -----------------------------> 49665.61 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 43629.04 Kr¶
PnL: ---------------------------------------> -1246.54 Kr¶
DD now: ---------------------------------> -6.504 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-06-21 11:18:46.760682'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| BHG Group | 109 | 6.480000 | 1521.640000 | 98.640000 | 6.930000 | 1423.000014 |
| Nederman Holding | 1 | -1.900000 | 207.000000 | 8.000000 | 4.020000 | 199.000000 |
| Profoto Holding | 7 | 0.000000 | 585.200000 | 3.200000 | 0.550000 | 581.999999 |
| Hennes & Mauritz B | 6 | -1.120000 | 914.760000 | 2.760000 | 0.300000 | 912.000000 |
| JM | 7 | 0.740000 | 947.100000 | -2.900000 | -0.310000 | 950.000002 |
| ASSA ABLOY B | 4 | -0.530000 | 983.600000 | -9.400000 | -0.950000 | 993.000000 |
| Biotage | 1 | -2.110000 | 139.000000 | -10.000000 | -6.710000 | 149.000000 |
| OX2 | 12 | -0.990000 | 897.600000 | -11.400000 | -1.250000 | 909.000000 |
| Atrium Ljungberg B | 5 | -0.170000 | 892.500000 | -11.500000 | -1.270000 | 904.000000 |
| Bufab | 3 | 0.340000 | 1063.200000 | -12.800000 | -1.190000 | 1076.000001 |
| Eastnine | 6 | -2.010000 | 643.200000 | -13.800000 | -2.100000 | 657.000000 |
| AcadeMedia | 20 | -0.660000 | 963.600000 | -14.400000 | -1.470000 | 978.000000 |
| INVISIO | 15 | 0.000000 | 3555.000000 | -17.000000 | -0.480000 | 3571.999995 |
| Gränges | 10 | 0.390000 | 1022.000000 | -17.000000 | -1.640000 | 1039.000000 |
| BioGaia B | 8 | 0.640000 | 885.600000 | -18.400000 | -2.040000 | 904.000000 |
| Vitec Software Group B | 2 | -1.900000 | 1084.000000 | -20.000000 | -1.810000 | 1104.000000 |
| Vitrolife | 3 | -0.180000 | 655.800000 | -21.200000 | -3.130000 | 677.000001 |
| Latour B | 4 | -1.600000 | 834.400000 | -21.600000 | -2.520000 | 856.000000 |
| Creaspac SPAC | 40 | 0.000000 | 3812.000000 | -22.000000 | -0.570000 | 3834.000000 |
| Investor B | 3 | -0.280000 | 635.850000 | -22.150000 | -3.370000 | 657.999999 |
| SKF B | 5 | 0.710000 | 955.250000 | -24.750000 | -2.530000 | 980.000000 |
| Sandvik | 4 | 0.340000 | 821.200000 | -26.800000 | -3.160000 | 848.000000 |
| Alimak Group | 12 | 0.620000 | 978.000000 | -29.000000 | -2.880000 | 1007.000004 |
| Sagax A | 4 | -1.830000 | 856.000000 | -30.000000 | -3.390000 | 886.000000 |
| Byggmax Group | 33 | 0.070000 | 936.540000 | -30.460000 | -3.150000 | 966.999990 |
| Addnode Group B | 7 | -1.540000 | 873.950000 | -31.050000 | -3.430000 | 904.999998 |
| Sagax B | 4 | -1.800000 | 852.400000 | -32.600000 | -3.680000 | 885.000000 |
| Hoist Finance | 36 | 0.370000 | 975.600000 | -35.400000 | -3.500000 | 1010.999988 |
| Hexatronic Group | 15 | -1.120000 | 1032.900000 | -38.100000 | -3.560000 | 1071.000000 |
| Platzer Fastigheter Holding B | 12 | -0.530000 | 903.600000 | -47.400000 | -4.980000 | 951.000000 |
| EQT | 4 | -2.780000 | 825.600000 | -47.400000 | -5.430000 | 873.000000 |
| HEXPOL B | 8 | -4.080000 | 903.200000 | -53.800000 | -5.620000 | 957.000000 |
| Catena | 2 | -0.580000 | 752.000000 | -54.000000 | -6.700000 | 806.000000 |
| Hexagon B | 26 | -0.960000 | 3351.400000 | -68.600000 | -2.010000 | 3420.000012 |
| Orrön Energy | 170 | -4.010000 | 1972.000000 | -74.000000 | -3.620000 | 2045.999980 |
| VEF | 788 | -0.700000 | 1799.790000 | -103.210000 | -5.420000 | 1903.000300 |
| Sedana Medical | 93 | 1.230000 | 2596.560000 | -387.020000 | -12.970000 | 2983.577733 |
| TOTAL | 43629.040000 | -1246.540000 | -6.50361% | 44875.578016 |
Updated:¶
'2023-06-21 11:19:03.304777'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
